Subscribe to the newsletter:

****

🌊 The Fuel Problem No One Talks About

Why replacing fossil fuels isn’t just about energy, it’s about how we carry it.

We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel.

In this episode, we dive into energy carriers, and unpack what it really takes to replace fossil fuels not just as energy sources, but as the backbone of global storage and transport.

In our conversation, we covered:

→ Why fossil fuels are two things at once: energy source + perfect carrier

→ The uncomfortable truth about batteries (even lithium-ion)

→ Why planes, ships, and global trade still have no real solution

→ The limits of hydrogen — and why it may not scale as hoped

→ Breakthrough storage: iron-air, thermal, and sodium-ion

→ Metal fuels — the most radical (and promising) bet for global energy transport

Fossil fuels aren’t just powerful, they’re incredibly convenient. They store energy cheaply, move easily, and scale globally.

Beating them requires more than incremental innovation. It requires something closer to a civilizational leap.

This is episode five of a five part series. Subscribe to receive every episode. 👇

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

[5/5] Energy Carriers | Andy Lubershane (Energy Impact Partners)